Alan Geoffrey Marsh

Wealth Adviser

Wareemba, NSW

Contact


Alan Geoffrey Marsh
Wareemba NSW 2046,
Australia

  www.avalonfs.com.au/


Member of Association of Financial Advisers Logo

Introduction Video


https://www.ato.gov.au/super/self-managed-super-funds/investing/your-investment-strategy/

Background


  Summary

Most of us don’t have enough time to spend on the things that are really important to us, yet most people either ignore their personal wealth management or try to work out how to do it themselves. Professional financial advice will ensure you make smart decisions about money and give you more time to spend on the people and things you love. Adhering to the highest business ethics by delivering the highest possible quality financial advice for a professional fee, Geof specialises in investment, superannuation and retirement planning, SMSFs and international pension transfers. He is a member of the Association of Financial Advisers and a member of the Institute of Managers and Leaders.


  Focus Areas
Estate Planning Income Protection Life Insurance Retirement Planning Superannuation Wealth Management

Bio Alignment
Non Institutionally Aligned

  Education

Bachelor Degree

Master of Financial Planning, BA (Hons) Modern Languages & Economic Studies